Archive email threads and mark records for archiving
Archive email threads and mark records for archiving
Your client emails and action threads pile up, making it hard to track tasks and client context. Archive threads and flag records for review so coordinators can clear items before meetings.
Overview
Inbox context gaps slow down client work—this flow archives conversation threads and updates your archive queue so coordinators can reconcile action items before client meetings. It reduces manual triage and gets items review-ready within minutes.